Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Ann Arbor, MI
Entry LevelOn-siteAnn Arbor, MI$104k–$513k/yr
Skills
financial planninginvestment strategiesbachelor's degreehighly motivatedpersonal success historyinterpersonal skillsself-starter
Job Description
Summary: Northwestern Mutual is a Fortune 100 company seeking to train top talents to join their team as Financial Advisors. The role involves providing comprehensive financial planning and building genuine relationships with clients throughout the sales cycle.
Responsibilities:
- Advise clients on financial planning and investment strategies
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals
- Review and communicate portfolio performances
- Network and build relationships with new and existing client base
- Attend training and development meetings
Required Qualifications:
- Advise clients on financial planning and investment strategies
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals
- Review and communicate portfolio performances
- Network and build relationships with new and existing client base
- Attend training and development meetings
Preferred Qualifications:
- Bachelor's degree from a four-year institution
- A self-starter and highly motivated
- A personal history of success
- Strong interpersonal skills
Required Skills: Financial planning, Investment strategies
Important Skills: Bachelor's degree
Nice-to-Have Skills: Highly motivated, Personal success history, Interpersonal skills, Self-starter
Benefits: Sponsorship of licensing/credentialing, Highly competitive benefits package including medical and retirement.
Benefits
Sponsorship of licensing/credentialing
Highly competitive benefits package including medical and retirement.